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As a producer, Kimmeridge Texas Gas is one of the leading natural gas operators with more than 200 wells in the Eagle Ford Shale. Meanwhile, Commonwealth LNG—a Kimmeridge Company—received export authorization from the DOE in February. The company expects an FID in September, with first LNG production in early 2029. In this opening keynote, Kimmeridge Texas Gas CEO, and former BP America President and Chairman David Lawler will give his insight on the latest trends in U.S. LNG development, natural gas production in the Gulf Coast region, and details about both Kimmeridge Texas Gas and Commonwealth LNG’s near- and long-term operations.

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Under CEO Craig Jarchow's leadership, TG Natural Resources is positioning itself as a key player in the Haynesville Shale by focusing on efficient drilling and operational excellence to maximize natural gas production. With Jarchow's strategic vision, the company is prioritizing technological innovation and sustainability, aligning with the growing demand for cleaner energy solutions. As the Haynesville continues to grow in 2025, TG Natural Resources is poised to capitalize on its strong position and drive long-term value for regional stakeholders. In this operator spotlight, Jarchow will share insight into the company’s operations, development plans, and tech advancements. 
 

Gordon Huddleston, President & Partner of Aethon Energy, guides the U.S. energy-focused investment firm as it explores strategic options for its natural gas production and midstream assets. In this operator spotlight, Huddleston will provide a macro perspective on Haynesville Shale market dynamics, the role of the Haynesville and Western Haynesville in meeting demand growth, the impact of permit and regulatory reform, and the importance of continuing toward net-zero natural gas production. 

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With consolidation shrinking the number of operators in the Haynesville Shale, the ones that remain committed to the basin are charged with extending its production life, ensuring regional natural gas supply, and applying ever-improving well efficiencies. In this session, you’ll hear from a leading Haynesville Shale producer, who will share their insight into the natural gas production in the region, operational plans, and well design techniques. 

The landscape of private equity in energy finance is rapidly evolving, with a growing emphasis on diversifying investments beyond traditional oil and gas. Investors are increasingly looking for opportunities in emerging energy sectors, prompting private equity firms to adjust their strategies. Meanwhile, family offices are playing an increasingly important role with sizeable equity commitments in traditional oil and gas. This panel discussion will feature top private equity companies who will share their perspectives on lending practices and what they seek in a smart investment.

Allen Fore, Vice President of Public Affairs at Kinder Morgan, emphasizes the company's commitment to expanding its midstream infrastructure in key regions like the Haynesville Shale to support growing natural gas production. As demand for transportation and storage capacity increases, Kinder Morgan focuses on enhancing its pipelines and other assets to ensure reliable delivery of natural gas to both domestic and international markets. Fore notes that Kinder Morgan's continued investments in the Haynesville will help meet the rising demand for energy while maintaining a focus on safety and environmental stewardship.
 

Charif Souki, one of the LNG industry’s early executive leaders, will share insights on the role of the Haynesville Shale in the U.S. LNG market, noting its growing importance in meeting both domestic and global energy demands. Souki emphasized that the Haynesville’s abundant natural gas reserves are key to supporting the nation’s LNG export capacity, positioning it as a critical player in global energy security. Looking ahead, he will highlight the need for continued investment in infrastructure and production to ensure Haynesville remains competitive as an LNG supplier amidst rising global demand.
 

This panel discussion featuring leading regional midstream operators will explore the region’s evolving midstream infrastructure needs as production continues to increase. Experts will highlight growth opportunities, particularly in expanding pipeline capacity and improving transportation networks to support both domestic and LNG export demands. The panel also will share insight on the challenges, including regulatory hurdles, environmental concerns, and the need for continued investment in sustainable technologies to keep pace with the growing energy demands from the Haynesville.
 

From an analyst's perspective, the Haynesville Shale stands out as one of the most consistent and reliable natural gas regions in the U.S., with its high production potential and low-cost operations making it an attractive area for investment. The shale’s proximity to key LNG export facilities positions it as a critical contributor to the growing global demand for cleaner energy, especially as the U.S. looks to expand its LNG exports. With multiple ongoing and planned projects aimed at enhancing pipeline infrastructure and gas processing capabilities, the Haynesville is poised to play a central role in the evolution of both regional natural gas production and the global LNG market.
 

BKV prioritizes natural gas production from the Barnett Shale and Marcellus Shale. In the Barnett, BKV features a diversified production operation of natural gas and NGLs from more than 6,600 wells on approximately 460,000 net acres. The company’s average daily production in the Barnett is 718 mmcfe/d, and holds more than 770 miles of gas gathering pipelines. In this operator session, BKV’s upstream president will share more about the company’s operations and development plans, as well as its efforts to achieve net zero Scope 1 and Scope 2 emissions by the early 2030s.

The surge in demand for power driven by the rapid growth of AI and data centers is significantly impacting the oilfield sector, particularly in terms of natural gas consumption. As these technologies require vast amounts of electricity, the natural gas industry faces both opportunities and risks, with increased demand for natural gas fueling production but also heightening competition for energy resources. This session will look at balancing the need to meet the rising power demands of AI and data centers while ensuring the sustainability and efficiency of oilfield operations.
 

The next wave of mergers and acquisitions in the energy sector is expected to focus on consolidation among midstream and upstream companies, particularly in key shale plays like the Haynesville, as firms seek to optimize operations and reduce costs. Analysts anticipate that strategic M&A activity will increase as companies look to diversify portfolios, capitalize on synergies, and secure valuable assets in an increasingly competitive market. With increasing regional competition, strategic acquisitions are likely to drive further growth opportunities, especially for those with strong infrastructure and production capabilities.